Vanguard Industrials ETF
424 hedge funds and large institutions have $2.37B invested in Vanguard Industrials ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 109 increasing their positions, 148 reducing their positions, and 31 closing their positions.
567% more call options, than puts
Call options by funds: $1.61M | Put options by funds: $242K
106% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 31
7% more funds holding
Funds holding: 398 → 424 (+26)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
5% less capital invested
Capital invested by funds: $2.49B → $2.37B (-$128M)
6.16% less ownership
Funds ownership: 59.41% → 53.26% (-6.2%)
26% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 148
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$15.7M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$10.8M |
| 3 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
+$10.1M |
| 4 |
Morgan Stanley
New York
|
+$7.07M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$6.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$156M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$120M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$72.5M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$39.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$16.7M |
VIS Hedge Fund Activity: Q4 2023 in Review
424 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Vanguard Industrials ETF (VIS) for Q4 2023, worth a combined $2.37B — down 5.1% from $2.49B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new VIS positions and 31 closed out — a net gain of 33 holders — while 109 added to existing stakes and 148 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $15.7M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $156M.
- 424 institutional investors held Vanguard Industrials ETF (VIS) as of Q4 2023, up from 398 in Q3 2023.
- Funds reported $2.37B of Vanguard Industrials ETF stock for Q4 2023, down 5.1% quarter-over-quarter.
- 64 funds opened new Vanguard Industrials ETF positions in Q4 2023 and 31 closed out, a net change of +33 holders.
- The largest Vanguard Industrials ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $15.7M added.
- The largest Vanguard Industrials ETF seller in Q4 2023 was Beacon Capital Management Inc (Ohio), an estimated $156M sold.
Based on aggregated 13F filings for Q4 2023.